Shulman DeMeo Asset Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.03M | Sell |
13,003
-48
| -0.4% | -$9.51K | 0.57% | 17 |
|
|
2026
Q1 | $2.38M | Sell |
13,051
-113
| -0.9% | -$22.6K | 0.51% | 18 |
|
|
2025
Q4 | $2.35M | Sell |
13,164
-108
| -0.8% | -$20.2K | 0.53% | 16 |
|
|
2025
Q3 | $2.59M | Sell |
13,272
-305
| -2% | -$58.3K | 0.6% | 15 |
|
|
2025
Q2 | $2.22M | Sell |
13,577
-242
| -2% | -$38K | 0.55% | 17 |
|
|
2025
Q1 | $2.18M | Sell |
13,819
-238
| -2% | -$46K | 0.61% | 14 |
|
|
2024
Q4 | $2.6M | Sell |
14,057
-229
| -2% | -$36.3K | 0.7% | 13 |
|
|
2024
Q3 | $2.21M | Sell |
14,286
-122
| -0.8% | -$17.5K | 0.54% | 17 |
|
|
2024
Q2 | $2.03M | Sell |
14,408
-222
| -2% | -$33.1K | 0.53% | 17 |
|
|
2024
Q1 | $2.32M | Sell |
14,630
-96
| -0.7% | -$11.1K | 0.62% | 17 |
|
|
2023
Q4 | $1.49M | Buy |
14,726
+160
| +1% | +$13.9K | 0.42% | 17 |
|
|
2023
Q3 | $1.13M | Sell |
14,566
-116
| -0.8% | -$7.99K | 0.38% | 24 |
|
|
2023
Q2 | $919K | Sell |
14,682
-828
| -5% | -$49.4K | 0.27% | 34 |
|
|
2023
Q1 | $944K | Buy |
15,510
+4
| +0% | +$250 | 0.3% | 34 |
|
|
2022
Q4 | $891K | Buy |
15,506
+50
| +0.3% | +$3K | 0.3% | 34 |
|
|
2022
Q3 | $911K | Sell |
15,456
-66
| -0.4% | -$4.68K | 0.32% | 30 |
|
|
2022
Q2 | $861K | Sell |
15,522
-2,046
| -12% | -$132K | 0.28% | 36 |
|
|
2022
Q1 | $1.27M | Sell |
17,568
-534
| -3% | -$40.4K | 0.35% | 32 |
|
|
2021
Q4 | $1.53M | Sell |
18,102
-234
| -1% | -$21.8K | 0.4% | 27 |
|
|
2021
Q3 | $1.63M | Buy |
+18,336
| New | +$1.55M | 1.41% | 12 |
|
|
2021
Q2 | – | Sell |
-18,244
| Closed | -$1.64M | – | 145 |
|
|
2021
Q1 | $1.64M | Buy |
18,244
+548
| +3% | +$37K | 0.45% | 22 |
|
|
2020
Q4 | $901K | Buy |
17,696
+800
| +5% | +$41K | 0.26% | 43 |
|
|
2020
Q3 | $764K | Sell |
16,896
-454
| -3% | -$20.2K | 0.26% | 45 |
|
|
2020
Q2 | $711K | Buy |
17,350
+48
| +0.3% | +$1.63K | 0.28% | 40 |
|
|
2020
Q1 | $368K | Sell |
17,302
-1,976
| -10% | -$62.8K | 0.17% | 58 |
|
|
2019
Q4 | $708K | Buy |
19,278
+1,022
| +6% | +$35.5K | 0.25% | 41 |
|
|
2019
Q3 | $621K | Buy |
18,256
+328
| +2% | +$10.9K | 0.21% | 52 |
|
|
2019
Q2 | $583K | Buy |
17,928
+932
| +5% | +$26.7K | 0.21% | 48 |
|
|
2019
Q1 | $478K | Buy |
+16,996
| New | +$469K | 0.18% | 55 |
|
Other funds holding WSM
JWM
RCM
GIM
CNB
BIAS
QCM
HAI
CIA